Benjamin John Smith
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin John Smith is an investment adviser representative with Simplicity Wealth in Grand Rapids, MI, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Viersen ContsructionJul 2016 – May 2018Grand Rapids, MI
- AIS Construction EquipmentMay 2018 – May 2020Grand Rapids, MI
- Ferris State CateringDec 2019 – May 2020Big Rapids, MI
- Macallister RentalsMay 2020 – Oct 2021Byron Center, MI
- SBC FinancialOct 2021 – no end date reportedGrand Rapids, MI
- Simplicity WealthJul 2026 – no end date reportedSummit, NJ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simplicity Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Summit, NJ
- SEC file number:
- 801-114798
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
View full firm profileOther advisors at Simplicity Wealth
Showing 12 of 198 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin John Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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